Investment Policy Statement (IPS)-Test

Before we invest, we document your objectives, horizon and risk tolerance in an Investment Policy Statement — an industry standard used by leading institutions. It creates discipline and enables a portfolio aligned with your profile.

SY Investment
1) Primary Investment Objective
2) Investment Horizon
3) Risk Tolerance
4) Preferred Asset Classes
5) Regional Focus
6) Additional Comments
7) Contact Information

Profile

This is an indicative allocation. A tailored portfolio will follow after our consultation.

      Expected return (p.a.)
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      Expected volatility
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      Max drawdown (proxy)
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      Sharpe (target)
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      Important: This is an indicative portfolio prepared solely for illustration. Actual allocation may change due to timing, market cycle, liquidity and implementation considerations. Our team will contact you to refine a customized portfolio aligned with your IPS and risk tolerance. All investments involve risk. Past performance is not indicative of future results and does not constitute personalized investment advice.